Barclays Bank PLC
DJP- Exchange
- NYSE
- Industry
- Commercial Banks, NEC
- SEC CIK
- 0000312070
No open-market purchases or sales by Barclays Bank PLC insiders were filed in the last 90 days; 141 institutions reported holding it in 13F filings for Q2 2026, worth $541.6M in total; no superinvestor holds it.
13F holders, Q3 2024
Institutional positions in Barclays Bank PLC as of Sep 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 123
- −12 vs. Q2 2024
- Shares held
- 8.66M
- −211.0K (−2.4%) vs. Q2 2024
- Total value
- $279.5M
- −$4.25M (−1.5%) vs. Q2 2024
- New holders
- 8
- 36 more added
- Sold out
- 20
- 42 more reduced
Compare with Q2 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting DJP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 141 | $541.6M |
| Q1 2026 | 149 | $606.4M |
| Q4 2025 | 137 | $409.2M |
| Q3 2025 | 121 | $368.6M |
| Q2 2025 | 130 | $329.5M |
| Q1 2025 | 136 | $304.3M |
| Q4 2024 | 133 | $270.2M |
| Q3 2024 | 123 | $279.5M |
| Q2 2024 | 135 | $283.7M |
| Q1 2024 | 130 | $255.5M |
| Q4 2023 | 141 | $270.7M |
| Q3 2023 | 138 | $298.2M |
| Q2 2023 | 142 | $260.6M |
| Q1 2023 | 144 | $301.9M |
| Q4 2022 | 147 | $321.2M |
| Q3 2022 | 146 | $402.5M |
| Q2 2022 | 165 | $513.8M |
| Q1 2022 | 166 | $586.0M |
| Q4 2021 | 149 | $451.2M |
| Q3 2021 | 131 | $403.5M |
| Q2 2021 | 133 | $342.9M |
| Q1 2021 | 125 | $298.8M |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding Barclays Bank PLC; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BLB&B Advisors, LLC | 1,840,880 | $59.3M | 3.03% | +187,457+11.3% | Added |
| Osborne Partners Capital Management, LLC | 751,997 | $24.2M | 1.37% | +940+0.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 599,134 | $19.3M | 0.04% | +234,318+64.2% | Added |
| Dimension Capital Management LLC | 501,120 | $16.2M | 3.05% | −1,441−0.3% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 455,191 | $14.7M | 0.34% | +6,597+1.5% | Added |
| Heartland Bank & Trust Co | 425,152 | $13.7M | 7.40% | −3,821−0.9% | Reduced |
| Camden Capital, LLC | 240,783 | $7.76M | 0.84% | −4,425−1.8% | Reduced |
| First Foundation Advisors | 230,141 | $7.42M | 0.28% | +19,605+9.3% | Added |
| Forefront Analytics, LLC | 226,009 | $7.29M | 3.44% | −6,038−2.6% | Reduced |
| Legend Financial Advisors, Inc. | 208,667 | $6.73M | 4.64% | +31,335+17.7% | Added |
| Acima Private Wealth, LLC | 201,520 | $6.50M | 2.18% | +8,613+4.5% | Added |
| Ameriprise Financial Inc | 192,427 | $6.22M | 0.00% | +9,834+5.4% | Added |
| Washington Trust Bank | 184,148 | $5.94M | 0.57% | +110,968+151.6% | Added |
| National Asset Management, Inc. | 152,558 | $4.98M | 0.14% | −2,392−1.5% | Reduced |
| CoreCap Advisors, LLC | 146,238 | $4.71M | 0.22% | +6,370+4.6% | Added |
| Unique Wealth, LLC | 136,973 | $4.42M | 1.01% | +48,564+54.9% | Added |
| Hancock Whitney Corp | 112,449 | $3.63M | 0.12% | −100−0.1% | Reduced |
| Ironwood Wealth Management, LLC. | 111,096 | $3.58M | 1.08% | +255+0.2% | Added |
| Cultivar Capital, Inc. | 107,649 | $3.47M | 2.86% | +3,870+3.7% | Added |
| Bruce G. Allen Investments, LLC | 100,558 | $3.24M | 2.52% | +20,466+25.6% | Added |
| Atria Investments LLC | 98,786 | $3.18M | 0.04% | −63−0.1% | Reduced |
| Goldman Sachs Group Inc | 91,526 | $2.95M | 0.00% | −355,673−79.5% | Reduced |
| Susquehanna International Group, LLP | 89,149 | $2.87M | 0.00% | +89,149 | New |
| RiverGlades Family Offices LLC | 76,095 | $2.45M | 1.76% | +4,410+6.2% | Added |
| Idaho Trust Bank | 73,995 | $2.38M | 1.15% | −8,056−9.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 70,018 | $2.26M | 0.01% | +4,192+6.4% | Added |
| Sharper & Granite LLC | 69,739 | $2.25M | 1.00% | −90−0.1% | Reduced |
| NVWM, LLC | 53,500 | $1.72M | 0.44% | −46,527−46.5% | Reduced |
| Morgan Stanley | 52,614 | $1.70M | 0.00% | +2,300+4.6% | Added |
| JPMorgan Chase & Co | 46,990 | $1.51M | 0.00% | −9,644−17.0% | Reduced |
| Peak Financial Management, Inc. | 42,416 | $1.37M | 0.40% | −1,084−2.5% | Reduced |
| Sagace Wealth Management LLC | 41,837 | $1.34M | 1.04% | +5,757+16.0% | Added |
| AllSquare Wealth Management LLC | 38,997 | $1.26M | 0.71% | 00.0% | Unchanged |
| Cerity Partners LLC | 35,239 | $1.14M | 0.00% | −2,482−6.6% | Reduced |
| Topel & Distasi Wealth Management, LLC | 35,071 | $1.13M | 0.47% | 00.0% | Unchanged |
| Associated Banc-Corp | 32,417 | $1.05M | 0.03% | +2,560+8.6% | Added |
| Atria Wealth Solutions, Inc. | 31,982 | $1.03M | 0.01% | +3,398+11.9% | Added |
| Janney Montgomery Scott LLC | 30,076 | $970.0K | 0.00% | −323−1.1% | Reduced |
| Captrust Financial Advisors | 28,800 | $928.5K | 0.00% | −52,208−64.4% | Reduced |
| Envestnet Asset Management Inc | 28,161 | $907.9K | 0.00% | +410+1.5% | Added |
| Lido Advisors, LLC | 27,731 | $894.0K | 0.01% | +27,731 | New |
| MONECO Advisors, LLC | 26,227 | $845.6K | 0.11% | −40−0.2% | Reduced |
| Advisory Services Network, LLC | 24,286 | $778.6K | 0.02% | 00.0% | Unchanged |
| Stifel Financial Corp | 23,590 | $760.5K | 0.00% | −4,055−14.7% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 22,690 | $732.0K | 0.05% | 00.0% | Unchanged |
| Slow Capital, Inc. | 22,116 | $713.0K | 0.11% | −841−3.7% | Reduced |
| Bailard, Inc. | 22,000 | $709.3K | 0.02% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 21,592 | $696.1K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 21,560 | $695.1K | 0.02% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 20,199 | $651.2K | 0.06% | −15,763−43.8% | Reduced |
| Insight Advisors, LLC | 18,959 | $611.2K | 0.11% | −7,105−27.3% | Reduced |
| HighTower Advisors, LLC | 18,438 | $596.0K | 0.00% | +3,053+19.8% | Added |
| Baker Avenue Asset Management, LP | 18,093 | $583.3K | 0.02% | −1,703−8.6% | Reduced |
| Patriot Investment Management Inc. | 17,570 | $566.5K | 0.04% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 16,859 | $544.0K | 0.21% | +322+1.9% | Added |
| AlphaMark Advisors, LLC | 16,580 | $535.0K | 0.18% | −900−5.1% | Reduced |
| Beacon Pointe Advisors, LLC | 15,906 | $512.8K | 0.01% | −1,510−8.7% | Reduced |
| Bangor Savings Bank | 15,681 | $505.6K | 0.05% | +624+4.1% | Added |
| Royal Bank of Canada | 14,509 | $468.0K | 0.00% | −4,903−25.3% | Reduced |
| Camelot Technology Advisors, Inc. | 14,439 | $465.5K | 0.41% | −12,189−45.8% | Reduced |
| MontVue Capital Management, Inc. | 13,936 | $449.3K | 0.34% | +364+2.7% | Added |
| LPL Financial LLC | 13,642 | $439.8K | 0.00% | −69,446−83.6% | Reduced |
| Empower Advisory Group, LLC | 13,149 | $423.9K | 0.00% | −48−0.4% | Reduced |
| First Horizon Advisors, Inc. | 12,363 | $398.6K | 0.01% | +1,301+11.8% | Added |
| EP Wealth Advisors, LLC | 12,005 | $387.0K | 0.00% | −930−7.2% | Reduced |
| Coldstream Capital Management Inc | 11,920 | $384.3K | 0.01% | +858+7.8% | Added |
| Pitcairn Co | 11,902 | $383.7K | 0.02% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 11,156 | $359.7K | 0.03% | +772+7.4% | Added |
| Cetera Investment Advisers | 10,787 | $347.8K | 0.00% | −1,380−11.3% | Reduced |
| CI Private Wealth, LLC | 10,524 | $339.3K | 0.00% | +92+0.9% | Added |
| Barclays PLC | 10,200 | $328.8K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 9,989 | $322.0K | 0.04% | −4,961−33.2% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 9,729 | $313.7K | 0.10% | +9,729 | New |
| US Bancorp | 9,633 | $310.6K | 0.00% | −750−7.2% | Reduced |
| Citadel Advisors LLC | 9,182 | $296.0K | 0.00% | +9,182 | New |
| Measured Wealth Private Client Group, LLC | 9,070 | $292.4K | 0.10% | −10,545−53.8% | Reduced |
| Phillips Financial Management, LLC | 8,843 | $285.1K | 0.02% | +1,635+22.7% | Added |
| Boston Standard Wealth Management, LLC | 8,357 | $269.0K | 0.05% | +1,116+15.4% | Added |
| PDS Planning, Inc | 8,067 | $260.1K | 0.02% | 00.0% | Unchanged |
| Apeiron RIA LLC | 7,424 | $239.3K | 0.07% | +536+7.8% | Added |
| Alliancebernstein L.P. | 7,037 | $226.9K | 0.00% | −17,366−71.2% | Reduced |
| Congress Wealth Management LLC | 6,894 | $222.3K | 0.00% | −13,242−65.8% | Reduced |
| Bessemer Group Inc | 6,820 | $220.0K | 0.00% | 00.0% | Unchanged |
| Colony Family Offices, LLC | 6,476 | $208.8K | 0.06% | +33+0.5% | Added |
| Clear Investment Research, LLC | 5,389 | $173.7K | 0.23% | +231+4.5% | Added |
| Advisor Group Holdings, Inc. | 3,469 | $111.8K | 0.00% | −618−15.1% | Reduced |
| Bank of America Corp | – | $111.2K | 0.00% | – | – |
| Umb Bank N A | 3,435 | $110.7K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 2,680 | $86.4K | 0.00% | −80,595−96.8% | Reduced |
| Parallel Advisors, LLC | 2,417 | $77.9K | 0.00% | +87+3.7% | Added |
| The PNC Financial Services Group, Inc. | 2,399 | $77.3K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,809 | $58.3K | 0.00% | −76,462−97.7% | Reduced |
| Caitlin John, LLC | 1,564 | $48.6K | 0.03% | 00.0% | Unchanged |
| Proequities, Inc. | 1,145 | $36.9K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,056 | $34.0K | 0.00% | +1,056 | New |
| Wells Fargo & Company | 878 | $28.3K | 0.00% | +878 | Added |
| Valued Wealth Advisors LLC | 795 | $25.6K | 0.02% | 00.0% | Unchanged |
| PSI Advisors, LLC | 771 | $24.9K | 0.01% | 00.0% | Unchanged |
| Belmont Capital, LLC | 747 | $24.1K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 607 | $18.7K | 0.00% | 00.0% | Unchanged |